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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,319
+78 vs. Q2 2025
Portfolio value
$2.53B
+$313.9M (+14.2%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SVCOSilvaco Group, Inc.COM213$1.15K<0.1%−18−7.8%ReducedHistory
IOVAIovance Biotherapeutics, Inc.COM537$1.17K<0.1%−117−17.9%ReducedHistory
NVXNOVONIX LtdSPONSORED ADS910$1.17K<0.1%+910NewHistory
RDWRRadware LtdORD44$1.17K<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1.17K<0.1%+1+3.8%Added–
PNRGPrimeenergy Resources CorpCOM7$1.17K<0.1%+7NewHistory
CIFRCipher Digital Inc.COM93$1.17K<0.1%+70+304.3%AddedHistory
FETHFidelity Ethereum FundSHS28$1.17K<0.1%00.0%UnchangedHistory
THRThermon Group Holdings, Inc.COM44$1.18K<0.1%−380−89.6%ReducedHistory
FFFutureFuel Corp.COM305$1.18K<0.1%+229+301.3%AddedHistory
BWINBaldwin Insurance Group, Inc.COM CL A42$1.19K<0.1%−227−84.4%ReducedHistory
SEPNSepterna, Inc.COM63$1.19K<0.1%+41+186.4%AddedHistory
CELCCelcuity Inc.COM24$1.19K<0.1%+7+41.2%AddedHistory
ESPEspey Mfg & Electronics CorpCOM30$1.19K<0.1%00.0%UnchangedHistory
ACICAmerican Coastal Insurance CorpCOM105$1.20K<0.1%+82+356.5%AddedHistory
TLXTelix Pharmaceuticals LtdADS125$1.20K<0.1%+58+86.6%AddedHistory
GENCGencor Industries IncCOM82$1.20K<0.1%+57+228.0%AddedHistory
KYTXKyverna Therapeutics, Inc.COM200$1.20K<0.1%+55+37.9%AddedHistory
NVGSNavigator Holdings Ltd.SHS78$1.21K<0.1%+78NewHistory
EFSIEagle Financial Services IncCOM32$1.21K<0.1%+32NewHistory
PBFSPioneer Bancorp, Inc.COM93$1.22K<0.1%+29+45.3%AddedHistory
MDVModiv Industrial, Inc.COM STK CL C83$1.22K<0.1%+83NewHistory
Tidal ETF Tr886364306SOFI NEXT 50076$1.22K<0.1%00.0%Unchanged–
ODCOil-Dri Corp of AmericaCOM20$1.22K<0.1%−137−87.3%ReducedHistory
VALNValneva SESPONSORED ADS100$1.22K<0.1%+7+7.5%AddedHistory
DFTXDefinium Therapeutics, Inc.Stock104$1.23K<0.1%+14+15.6%AddedHistory
DYNDyne Therapeutics, Inc.COM97$1.23K<0.1%−59−37.8%ReducedHistory
KODKodiak Sciences Inc.COM75$1.23K<0.1%+53+240.9%AddedHistory
GOSSGossamer Bio, Inc.COM468$1.23K<0.1%+468NewHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.24K<0.1%00.0%Unchanged–
DCDakota Gold Corp.COM272$1.24K<0.1%00.0%UnchangedHistory
RMRegional Management Corp.COM32$1.25K<0.1%+6+23.1%AddedHistory
HYLNHyliion Holdings Corp.COMMON STOCK634$1.25K<0.1%−158−19.9%ReducedHistory
NLNli Holdings, Inc.COM NEW205$1.26K<0.1%−145−41.4%ReducedHistory
LNKBLINKBANCORP, Inc.COMMON STOCK177$1.26K<0.1%+61+52.6%AddedHistory
FENCFennec Pharmaceuticals Inc.COM135$1.26K<0.1%00.0%UnchangedHistory
SWIMLatham Group, Inc.COM166$1.26K<0.1%+35+26.7%AddedHistory
EXFYExpensify, Inc.COM CL A688$1.27K<0.1%+688NewHistory
AEYEAudioeye IncCOM NEW92$1.27K<0.1%−22−19.3%ReducedHistory
AKBAAkebia Therapeutics, Inc.COM469$1.28K<0.1%−64−12.0%ReducedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM27$1.28K<0.1%−64−70.3%ReducedHistory
ZBIOZenas BioPharma, Inc.COM58$1.29K<0.1%00.0%UnchangedHistory
JAKKJakks Pacific IncCOM NEW69$1.29K<0.1%−74−51.7%ReducedHistory
ANLAdlai Nortye Group Ltd.ADS719$1.29K<0.1%+719NewHistory
LACLithium Americas Corp.Stock227$1.30K<0.1%00.0%UnchangedHistory
BOWBowhead Specialty Holdings Inc.COM SHS48$1.30K<0.1%+24+100.0%AddedHistory
GWRSGlobal Water Resources, Inc.COM126$1.30K<0.1%+104+472.7%AddedHistory
iShares MSCI India ETF46429B598ETF25$1.30K<0.1%−400−94.1%Reduced–
LAKELakeland Industries IncCOM88$1.30K<0.1%+88NewHistory
ZHZhihu Inc.SPONSORED ADS257$1.30K<0.1%00.0%UnchangedHistory
EEExcelerate Energy, Inc.CL A COM52$1.31K<0.1%−5−8.8%ReducedHistory
Global X FDS37954Y483NASDAQ 100 COVER77$1.31K<0.1%−180−70.0%Reduced–
BKSYBlackSky Technology Inc.CL A NEW65$1.31K<0.1%00.0%UnchangedHistory
NNENano Nuclear Energy Inc.COM34$1.31K<0.1%+34NewHistory
IRENIREN LtdORDINARY SHARES28$1.31K<0.1%+28NewHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A14$1.32K<0.1%00.0%UnchangedHistory
MAMAMama's Creations, Inc.COM126$1.32K<0.1%00.0%UnchangedHistory
CLWClearwater Paper CorpCOM64$1.33K<0.1%−135−67.8%ReducedHistory
Ea Series Trust02072L607FREEDOM 100 EM30$1.33K<0.1%00.0%Unchanged–
MDBHMDB Capital Holdings, LLCCL A395$1.33K<0.1%+395NewHistory
CSIQCanadian Solar Inc.COM102$1.33K<0.1%−40−28.2%ReducedHistory
VYGRVoyager Therapeutics, Inc.COM285$1.33K<0.1%+83+41.1%AddedHistory
ENVXEnovix CorpCOM134$1.34K<0.1%+71+112.7%AddedHistory
INBXInhibrx Biosciences, Inc.COM40$1.35K<0.1%+18+81.8%AddedHistory
BRIDBridgford Foods CorpCOM172$1.37K<0.1%+172NewHistory
BBCPConcrete Pumping Holdings, Inc.COM194$1.37K<0.1%−34−14.9%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF33$1.37K<0.1%−110−76.9%Reduced–
Earlyworks Co Ltd27030F103SPONSORED ADS538$1.38K<0.1%+538New–
AEVAAeva Technologies, Inc.COM NEW95$1.38K<0.1%−3−3.1%ReducedHistory
VYXNCR Voyix CorpCOM110$1.38K<0.1%−215−66.2%ReducedHistory
FSFGFirst Savings Financial Group, Inc.COM44$1.38K<0.1%+44NewHistory
SPDR Series Trust78468R515ST STR USD ETF55$1.39K<0.1%+55New–
BARKBark, Inc.COM1,670$1.39K<0.1%−862−34.0%ReducedHistory
FLXBingEx LtdSPONSORED ADS A432$1.39K<0.1%+16+3.8%AddedHistory
GEVOGevo, Inc.COM PAR714$1.40K<0.1%00.0%UnchangedHistory
RCKYRocky Brands, Inc.COM47$1.40K<0.1%+1+2.2%AddedHistory
SPDR Series Trust78468R440STATE STRET SPDR49$1.40K<0.1%+49New–
ASMBAssembly Biosciences, Inc.COM NEW55$1.41K<0.1%00.0%UnchangedHistory
DGIIDigi International IncCOM39$1.42K<0.1%00.0%UnchangedHistory
RHLDResolute Holdings Management, Inc.COM20$1.44K<0.1%+13+185.7%AddedHistory
CYHCommunity Health Systems IncCOM450$1.45K<0.1%+416+1,223.5%AddedHistory
PIImpinj IncCOM8$1.45K<0.1%+8NewHistory
iShares U.S. Medical Devices ETF464288810ETF24$1.45K<0.1%00.0%Unchanged–
PRSUPursuit Attractions & Hospitality, Inc.COM40$1.45K<0.1%+4+11.1%AddedHistory
GLIBALiberty Capital CorpSER A GCI GROUP39$1.46K<0.1%+39NewHistory
WVEWave Life Sciences, Inc.SHS200$1.46K<0.1%−2−1.0%ReducedHistory
Global X FDS37954Y467E COMMERCE ETF42$1.47K<0.1%00.0%Unchanged–
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR33$1.47K<0.1%00.0%Unchanged–
AEHRAehr Test SystemsCOM49$1.48K<0.1%00.0%UnchangedHistory
TKLFTokyo Lifestyle Co., Ltd.SPONSORED ADS383$1.48K<0.1%−482−55.7%ReducedHistory
Capital Group New Geography14021N105SHS48$1.48K<0.1%00.0%Unchanged–
PGREParamount Group, Inc.COM226$1.48K<0.1%−2,039−90.0%ReducedHistory
CWBCCommunity West BancsharesCOM71$1.48K<0.1%+68+2,266.7%AddedHistory
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1.48K<0.1%−13−18.3%ReducedHistory
XPOFXponential Fitness, Inc.COM CL A191$1.49K<0.1%00.0%UnchangedHistory
TPGTPG Inc.COM CL A26$1.49K<0.1%+4+18.2%AddedHistory
KSCPKnightscope, Inc.CL A NEW259$1.49K<0.1%00.0%UnchangedHistory
PACKRanpak Holdings Corp.COM CL A266$1.50K<0.1%+75+39.3%AddedHistory
RXTRackspace Technology, Inc.COM1,061$1.50K<0.1%+590+125.3%AddedHistory
RAPTRAPT Therapeutics, Inc.COM NEW58$1.50K<0.1%+2+3.6%AddedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$2.13M–
Amazon Com Inc CLL Opt7746619XRStock–$65.9K
Alphabet Inc Cap STK6951179OIStock–$48.6K

Sold out since Q2 2025 (194)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 194 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$2.99M0.1%History
iShares Tr46436E619ESG ADVAN ETF7,363$320.7K<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$297.7K<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$280.7K<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$273.8K<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$270.9K<0.1%History
HESHess CorpStock1,874$259.7K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$252.9K<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$199.0K<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$169.5K<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$147.4K<0.1%–
JNPRJuniper Networks IncCOM3,649$145.7K<0.1%History
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$142.9K<0.1%–
ANSSAnsys IncCOM380$133.5K<0.1%History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$103.4K<0.1%–
SPTNSpartanNash CoCOM3,685$97.6K<0.1%History
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$93.8K<0.1%–
SKXSkechers USA IncCL A1,360$85.8K<0.1%History
ESGREnstar Group LTDSHS225$75.7K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM5,623$64.6K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$62.6K<0.1%History
CHXChampionX CorpCOM2,317$57.6K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM6,037$54.9K<0.1%History
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$47.4K<0.1%–
AMEDAmedisys IncCOM475$46.7K<0.1%History
ProShares Tr74347R776ULTRA MATERIALS1,850$43.9K<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$42.8K<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$42.0K<0.1%–
BPMCBlueprint Medicines CorpCOM315$40.4K<0.1%History
PPBIPacific Premier Bancorp IncCOM1,903$40.1K<0.1%History
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$39.2K<0.1%–
SNNRFSunrise Communications AGADS CL A587$33.2K<0.1%History
BRKLBrookline Bancorp IncCOM3,130$33.0K<0.1%History
SMLRSemler Scientific, Inc.COM750$29.1K<0.1%History
Global X FDS37954Y673US INFR DEV ETF659$28.7K<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$27.5K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$27.3K<0.1%–
GMSGMS Inc.COM245$26.6K<0.1%History
AZEKAZEK Co Inc.CL A490$26.6K<0.1%History
SAGESage Therapeutics, Inc.COM2,782$25.4K<0.1%History
FLFoot Locker, Inc.COM995$24.4K<0.1%History
BASECouchbase, Inc.COM980$23.9K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX338$18.2K<0.1%–
VPGVishay Precision Group, Inc.COM540$15.2K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW2,113$14.6K<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$13.6K<0.1%–
RCReady Capital CorpCOM3,028$13.2K<0.1%History
BOCBoston Omaha CorpStock929$13.0K<0.1%History
TGITriumph Group IncCOM494$12.7K<0.1%History
Paramount Global92556H107CL A526$12.1K<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$11.7K<0.1%History
Goldman Sachs ETF Tr38149W788CMN301$11.4K<0.1%–
EBTCEnterprise Bancorp IncCOM286$11.3K<0.1%History
STRSitio Royalties Corp.CLASS A COM602$11.1K<0.1%History
RDFNRedfin CorpCOM983$11.0K<0.1%History
American Centy ETF Tr025072174AVANTIS ALL INT149$9.73K<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9.41K<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.40K<0.1%History
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9.08K<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8.20K<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7.87K<0.1%–
UNITUniti Group Inc.COM1,791$7.74K<0.1%History
Blueprint Chesapk MLT88636J873TFPN335$7.69K<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7.43K<0.1%–
RDUSRadius Recycling, Inc.CL A245$7.28K<0.1%History
MCIBarings Corporate InvestorsCOM328$7.10K<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM150$7.05K<0.1%History
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6.77K<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6.51K<0.1%–
NVEENV5 Global, Inc.COM282$6.51K<0.1%History
ITOSiTeos Therapeutics, Inc.COM636$6.34K<0.1%History
EPACEnerpac Tool Group CorpCL A COM154$6.25K<0.1%History
KLGWK Kellogg CoCOM389$6.20K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM1,265$5.71K<0.1%History
Paramount Global92556H206CL B441$5.70K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5.59K<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5.43K<0.1%–
VCELVericel CorpCOM112$4.77K<0.1%History
EVRIEveri Holdings Inc.COM329$4.69K<0.1%History
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.57K<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.54K<0.1%–
SHYFShyft Group, Inc.COM356$4.46K<0.1%History
CKXCKX Lands, Inc.COM400$4.28K<0.1%History
CRGXCARGO Therapeutics, Inc.COM862$3.55K<0.1%History
INMDInMode Ltd.SHS234$3.38K<0.1%History
GNTAGenenta Science S.p.A.SPONSORED ADS982$2.99K<0.1%History
PLLPiedmont Lithium Inc.Stock483$2.81K<0.1%History
ETWOE2open Parent Holdings, Inc.COM CL A865$2.79K<0.1%History
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2.72K<0.1%History
Tidal Trust II88636J204RET STCKD GL STK84$2.20K<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2.06K<0.1%–
OLOOlo Inc.CL A213$1.90K<0.1%History
BNTCBenitec Biopharma Inc.COM NEW148$1.73K<0.1%History
HLVXHilleVax, Inc.COM836$1.66K<0.1%History
SPDR Series Trust78468R804ST STR R1K LOWV9$1.57K<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1.47K<0.1%History
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.40K<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1.34K<0.1%History
EOLSEvolus, Inc.COM145$1.33K<0.1%History
FAROFaro Technologies IncCOM30$1.32K<0.1%History